[Revised April 2011]
To Authorise a Staff Member to create 'Specials'
Go to Tools, Utilities, Staff Utilities. Highlight the staff member and tick the box for Specials. This will enable that Staff Member to get into the 'Specials' Module in Stock Cards.
To Create a new Special Promotion
Go to Stock Cards and select 'Specials' button. Enter Staff ID. Click ok to View All Specials.
Click on Add Special. Enter a name for the promotion in the Promotion Name field. Select the length of the special. You can set a start and finish date for the length of the promotion or you can choose to have the promotion finish when a certain number of the item are sold. If the latter is the case then choose a start date and the Max Qty option.
In Stockcards a special retail box (next to the retail box) appears if an item is on special. This displays the special price.
To add products to the Special
Click on Add Product. You can then use the bulk stock card selector to choose products in bulk. Search for your special items using either Supplier, Product Group, Product Class, Club or use part of the products trade name, e.g. typing 'Wella' will display all stock cards with Wella as the first part of their Trade Name.
Tick the products you wish to add to the special. You can use the 'Tick all Products' option to add many cards at once. Click ok to add the selected cards to the promotion. To define the type of discounting you will apply to a product double click on a product. This will display an Edit Price box. Here you can set a special price for the product or a discount as a percentage. Click ok to save the price. It's possible to add special prices and discounts to many items at once. To do this, click and drag using your mouse so that many items are highlighted. The select 'Bulk Edit'.
Click ok to save the special. If the special is active straight away a specials report will print. Please make this available to all Sales staff.
When a special becomes active a report will also print the first time you enter the program on the first day of the new special.
When a special finishes a report will print. Please make this available to Sales Staff.
When a special is active an additional tab will display in Stock Cards. This displays the information regarding that special i.e. the start date, finish date or Maximum Quantity and Special Price for that item.
Note:
If the items added to the Special are not to be discounted further than the special amount then tick the ‘No Further Discount’ box when creating the special.
Tick 'Show Real Cost' to display the stock real cost on the special screens rather than the list cost.
To Edit a Special:
Enter Stock Cards and select Specials. Select the period you would like to view specials for. Highlight the special promotion you wish to edit from the list of promotions and select Edit Special. Make the necessary changes and select ok to save the changes to the promotion.
To Delete a Special Promotion:
Enter Specials and highlight the promotion you wish to delete. Select the Delete Special option.
To print labels:
If you wish to print shelf or price stickers for items on special it is possible to do this from within the specials module. Highlight the promotion you want to print stickers for and select edit special. You can choose to print stickers for highlighted items only or all items. If you wish to print stickers only for selected items then highlight the items to be printed. Select either Print Stickers (to print price stickers) or Print Labels (to print Shelf Labels).
To view past or future Specials
Click on the 'Additional Information Tab' where this is also stored.
Selling a Specialled Item:
Enter a new sale and scan or search for the item. Please note that the icon next to the item will be highlighted green to reflect that the item is on special. Finish the sale as you normally would.
To see the details of the Special arrow the yellow highlight up over the item and view the details in the grey details box.
The Specials module can be accessed through a shortcut in the "Window" drop-down menu in PoS
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